Symplany Indicator℠
A relative projection of the portfolio's ability to support the plan
94.3
36.4
The Symplany Indicator℠ is a proprietary statistical calculation that provides a relative projection of the portfolio’s ability to support the plan. It provides a visual representation of the client’s likelihood of success given the plan that’s been created for them. The value of the indicator ranges from zero (i.e. the plan is not likely to succeed) to 100 (i.e. the plan is in a very good spot).
Symplany derives this calculation of plan success by factoring in:
Your client’s asset base / value and future projected contributions
The current and possible portfolio asset allocation percentages
Actual market activity, by asset type, since 1926
Your client’s holding period / time frame until their assets are needed
The indicator instantly provides clarity to your client. As you and your client consider different scenarios, this number will change in real time. The indicator makes it easy to quantify different life changes, such as spending more money, retiring a year earlier, or buying a cabin.
The Symplany Indicator℠ is integral to Symplany’s portfolio construction, the financial planning approach it enables, and the clarity of the process for advisors and their clients. To make the most effective use of this indicator, its presentation is highly visible throughout the Symplany software. Symplany provides guidance and support for employing the indicator in advisors’ financial planning practices and deep education regarding its meaning and use.